Dalal Street, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $402M in reported equity holdings across 4 positions. The largest holdings are HCC (39.5%), RIG (27.8%), AMR (27.0%), VAL (5.8%). The portfolio is concentrated in Other (94.2%), Energy (5.8%). Data sourced from SEC EDGAR 13F filings (CIK 1549575).